LED Chip Industry: 2014 Restructuring Exacerbate TOP5 Market Share Will Reach 70%

2013 Continental LED chip industry concentration further enhance vendor revenue

LED chip

market share in the past five terms , increased from 61.9% in 2012 to 64.4 %. Since entering in 2014 , plans to acquire shares the same side Neon , the leading domestic LED chip to complete the issuance of Sanan Optoelectronics , LED industry consolidation is expected this year, more than last year's efforts . OFweek Industry Research Center, believes that by 2014, five vendors revenue is expected to reach around 70% market share , industry concentration is further increased.

LED chip survival of the fittest was evident. LED chip industry mergers and acquisitions in recent years the event continued, dry according to optical acquisition of Yangzhou Lung Yiu , the country star power to acquire Xu Rui Optoelectronics , harmony acquisition Rui photoelectric energy, InvenLux , Shanghai Sapphire, Dalian Road America have quit , crystal hair Taiwan closure of three optical stake Taiwan Formosa Epitaxy and so on. OFweek Industry Research Center released the " 2014-2017 LED epitaxial wafers and chips industry market research report" summarizes since August 2012 LED chip industry is mainly integration scenarios , as follows in the table below :

January 28, 2014 , Tongfang announcement , to be $ 700 million to acquire a 51% stake in Neo-Neon . This merger with BDO Runda similar to NVC . BDO Runda just saw is NVC channels in the country , and shares the same side see is really bright channels overseas. Neo-Neon is headquartered in Jiangmen City, Guangdong Province, is a big exporter of LED lighting , has accounted for 50 % of the global LED lighting market share. Tongfang invested heavily in the past on the LED chip , and now the acquisition of Neo-Neon is to open up the downstream " to the sea ."

And around the Spring Festival , the domestic LED chip leading to complete additional Sanan Optoelectronics , LED chips intends to double production again , expect some small chip plant will be squeezed out. The financing 3.3 billion yuan , one is market demand , on the other hand Sanan also like squeezed small businesses. Currently, Sanan Optoelectronics has capacity expansion, overseas markets , the core network layout patents , downstream to the sea and other aspects of the strategic layout of confirmation , international companies have begun to take the weather , the future will become a division of the global LED industry, an important participant . Benefit from the LED backlight to enhance the localization rate , trend LED lighting needs of the outbreak, the company in 2014 is estimated there will be more action .

BDO Runda has completed LED " chip, package , use the" three links vertically integrated layout. Chip link, the company has purchased 80 sets of MOCVD equipment , the majority of MOCVD equipment has been commissioning production , productivity began to release the chip revenue 168 million yuan , an increase of 536.55% . New product development is progressing well , flip-chip "Northern Lights " has begun small- volume shipments .

2014 as the industry continues to develop, the concentration will continue to increase, the industry reshuffle , integration is inevitable. Future market share will be more and more to a brand, there are channels , innovative enterprises are concentrated , the industry will face a reshuffle , there may be more SMEs to exit the competition. OFweek semiconductor lighting Reuters 2013 Continental LED chip industry concentration further enhance vendor revenue market share in the past five terms , increased from 61.9% in 2012 to 64.4 %. Since entering in 2014 , plans to acquire shares the same side Neon , the leading domestic LED chip to complete the issuance of Sanan Optoelectronics , LED industry consolidation is expected this year, more than last year's efforts . OFweek Industry Research Center, believes that by 2014, five vendors revenue is expected to reach around 70% market share , industry concentration is further increased.

LED chip survival of the fittest was evident. LED chip industry mergers and acquisitions in recent years the event continued, dry according to optical acquisition of Yangzhou Lung Yiu , the country star power to acquire Xu Rui Optoelectronics , harmony acquisition Rui photoelectric energy, InvenLux , Shanghai Sapphire, Dalian Road America have quit , crystal hair Taiwan closure of three optical stake Taiwan Formosa Epitaxy and so on. OFweek Industry Research Center released the " 2014-2017 LED epitaxial wafers and chips industry market research report" summarizes since August 2012 LED chip industry is mainly integration scenarios , as follows in the table below :

January 28, 2014 , Tongfang announcement , to be $ 700 million to acquire a 51% stake in Neo-Neon . This merger with BDO Runda similar to NVC . BDO Runda just saw is NVC channels in the country , and shares the same side see is really bright channels overseas. Neo-Neon is headquartered in Jiangmen City, Guangdong Province, is a big exporter of LED lighting , has accounted for 50 % of the global LED lighting market share. Tongfang invested heavily in the past on the LED chip , and now the acquisition of Neo-Neon is to open up the downstream " to the sea ."

And around the Spring Festival , the domestic LED chip leading to complete additional Sanan Optoelectronics , LED chips intends to double production again , expect some small chip plant will be squeezed out. The financing 3.3 billion yuan , one is market demand , on the other hand Sanan also like squeezed small businesses. Currently, Sanan Optoelectronics has capacity expansion, overseas markets , the core network layout patents , downstream to the sea and other aspects of the strategic layout of confirmation , international companies have begun to take the weather , the future will become a division of the global LED industry, an important participant . Benefit from the LED backlight to enhance the localization rate , trend LED lighting needs of the outbreak, the company in 2014 is estimated there will be more action .

BDO Runda has completed the LED " chip, package , use the" three links vertically integrated layout. Chip link, the company has purchased 80 sets of MOCVD equipment , the majority of MOCVD equipment has been commissioning production , productivity began to release the chip revenue 168 million yuan , an increase of 536.55% . New product development is progressing well , flip-chip "Northern Lights " has begun small- volume shipments .

2014 as the industry continues to develop, the concentration will continue to increase, the industry reshuffle , integration is inevitable. Future market share will be more and more to a brand, there are channels , innovative enterprises are concentrated , the industry will face a reshuffle , there may be more SMEs to exit the competition.